When a document is signed in Docusign, store the document in OneDrive.

  1. Apps
  2. DocuSign
  3. When a document is signed in Docusign, store the document in OneDrive.
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■Overview

This is a flow where, once a document is executed in Docusign, the certificate is downloaded and stored in OneDrive.

‍

■Recommended for

1. Those who frequently need to manage and store contracts

  • Legal or contract management personnel
  • Sales representatives or sales managers
  • Business owners or business development personnel

2. Those who want to reduce manual certificate downloading and file storage tasks and aim for automation

  • Small business owners aiming for business automation and efficiency
  • Personnel who want to efficiently organize and store contracts

3. Those who use DocuSign and OneDrive regularly

  • Legal teams using DocuSign for contract execution
  • Personnel using OneDrive for data storage and sharing

‍

■Benefits of using this template

・Manual management and downloading of certificates are no longer necessary, as certificates are automatically saved to OneDrive, making management easier.

・By using OneDrive, members can access certificates anytime and anywhere.

‍

■Notes

‍・Please integrate Yoom with both DocuSign and OneDrive.

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What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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